Your Pension.

You've made the first step towards getting your live annuity quotes. To get the ball rolling, we need to know how much you’ve got saved up and when you’d like to retire. You can also let us know if you’d like to take any cash as a lump sum.

It’s OK if you don’t have your exact pension fund figure to hand. The annuity specialist we connect you with will make sure everything’s in order before your quote is finalised.

What’s your pension pot’s value? If you’ve got more than one pot, please provide the combined total

We need to know how much you’ve saved into your pension. This helps us calculate how much income you’ll get each year.

How much tax-free cash would you like to take as a lump sum?

When you retire you can take up to 25% of your pension as a tax-free lump sum. Let us know how much you’d like to take and we’ll adjust your quote.

When do you plan to retire?

This lets us know when you want your annuity to start, so we can secure your rate early. For the most accurate quote, your retirement date should be within the next 2 years.

Your Lifestyle.

These next questions tell us a little bit about your lifestyle. This information is just used to make sure your quote is accurate. You could be offered a higher rate based on the following factors.

ft

in

cms

Weight

st

lbs

kgs

Are you a smoker?

If you smoke, there's a chance it's affected your long term health. This could result in a higher annuity rate. If you're a former smoker, please select 'No'

Yes

No

About you.

Congratulations! You’re halfway through. Now we just need a few personal details.

Title

First name

Surname

Email address

We'll use this to email your personal annuity quotes to you, so you’ve got them when you need them.

Postcode

Life expectancy rates vary across the country. So where you live can affect your annuity quote.

Date of birth (55+ only)

We need to know your date of birth to calculate your quote. The earlier you take out an annuity, the longer it may need to pay out for.

Sorry! Due to Government legislation, you can’t access your pension fund before you turn 55. This means we’re unable to give you an annuity quote today. However, you could still benefit from a pension comparison to help boost your income for when you’re ready to retire.

Sorry! Due to Government legislation, providers are unable to provide you with a live quote online if you’re over 75. However, our team can still help you make the most of your pension savings. Call us on 0800 008 6271 to find out more.

Gender

Life expectancy varies between men and women. We need to know your gender to get you an accurate annuity quote.

Male

Female

Marital status

Whether you’re married or single can affect your quote. It also helps us find alternative products for you if an annuity isn’t quite right.

Your Security.

Next, we’ll be asking a couple of questions about your health, so we just need to verify your identity.

This is as simple as us giving you a PIN via phone for you to enter on this page. We take this step so you know your data is safe with us, and so we know we’re only discussing your sensitive information with you.

Once we have your PIN, there’s just one more step to go before you receive your live annuity comparison.

Don’t worry, we’ll only use your phone number to send your PIN and so we can connect you with a retirement specialist to help you make the most of your annuity quotes. We won’t ever share your information with any other third party.

How would you like to receive your PIN?

Please note, if you want to receive a text message, you must enter a mobile phone number.

Text Message

Automated Call

Phone Number

Enter your PIN

Your Health.

Nearly there! Before we give you your live annuity quotes, we just need to ask you a quick question about your health.

We know it seems a bit personal. But we’re asking about your general health so we can tell you if you qualify for an enhanced annuity.

This could get you as much as 40% more retirement income, which is why it’s so important you let us know if you’ve had any of these conditions.

Medical Conditions

This information will only be used to generate your annuity quote. All your details are kept secure in line with our privacy policy.

Cancer

Diabetes

Heart condition

Neurological disease

Stroke

Pension pot value

Tax free cash

Retirement date

Height

Weight

SmokerNo

Phone number

Lifetime Annuity

Lifetime annuities pay a guaranteed amount of income per year

Provider

Income per year

Legal & General

£ 0

Aviva

£ 0

Canada Life

£ 0

Prudential

£ 0

Retirement Advantage

£ 0

LV

£ 0

Scottish Widows

£ 0

Friends Life

£ 0

Want to talk now?

0800 008 6271

Mon - Thurs: 8am - 7pm and Fri: 9am - 3:30pm

Our customer support team is on hand to answer any questions you have. Our service is really easy to use, but we understand it often helps to speak with somebody personally. One of our team will help you through the process from start to finish, and provide additional support where it’s needed.

Compare-annuity.com is an independent marketing website which acts as an introducer to ‘whole of market’ companies who offer specialist Independent Financial Advice. Each company is authorised and regulated by the Financial Conduct Authority (FCA). Compare-annuity.com are not authorised to give advice and we are not liable for any financial advice provided by, or obtained through a third party. The information published on this website is for information purposes only. This site has been approved for compliance purposes by a Firm of Independent Financial Advisors who are authorised and regulated by the Financial Conduct Authority.